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Personal CFO Solutions’s Oracle ORCL Stock Holding History

Personal CFO Solutions’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Sell
16,549
-947
-5% -$172K 0.35% 47
2026
Q1 		$2.57M Buy
17,496
+1,311
+8% +$213K 0.36% 43
2025
Q4 		$3.15M Sell
16,185
-457
-3% -$109K 0.5% 32
2025
Q3 		$4.68M Sell
16,642
-2,712
-14% -$691K 0.82% 17
2025
Q2 		$4.23M Sell
19,354
-652
-3% -$105K 0.78% 19
2025
Q1 		$2.8M Buy
20,006
+2,656
+15% +$432K 0.57% 29
2024
Q4 		$2.89M Buy
17,350
+3,670
+27% +$652K 0.57% 28
2024
Q3 		$2.33M Buy
13,680
+7,990
+140% +$1.16M 0.33% 60
2024
Q2 		$803K Sell
5,690
-3,823
-40% -$475K 0.12% 162
2024
Q1 		$1.19M Buy
9,513
+174
+2% +$19.9K 0.19% 105
2023
Q4 		$985K Buy
9,339
+4,978
+114% +$543K 0.17% 118
2023
Q3 		$462K Buy
4,361
+511
+13% +$59.1K 0.09% 214
2023
Q2 		$458K Sell
3,850
-35
-0.9% -$3.62K 0.09% 221
2023
Q1 		$361K Buy
3,885
+145
+4% +$12.7K 0.07% 264
2022
Q4 		$306K Sell
3,740
-4,587
-55% -$349K 0.06% 290
2022
Q3 		$509K Buy
8,327
+175
+2% +$12.8K 0.13% 152
2022
Q2 		$570K Buy
8,152
+215
+3% +$15.7K 0.13% 133
2022
Q1 		$657K Sell
7,937
-778
-9% -$63K 0.13% 151
2021
Q4 		$760K Buy
8,715
+2,260
+35% +$212K 0.14% 139
2021
Q3 		$562K Buy
6,455
+1,652
+34% +$146K 0.12% 172
2021
Q2 		$374K Buy
4,803
+514
+12% +$40.2K 0.08% 233
2021
Q1 		$301K Buy
4,289
+250
+6% +$16.2K 0.07% 256
2020
Q4 		$261K Sell
4,039
-1,907
-32% -$114K 0.06% 276
2020
Q3 		$0 Sell
5,946
-374
-6% -$21.2K ﹤0.01% 276
2020
Q2 		$349K Buy
+6,320
New +$335K 0.1% 181
2019
Q4 		– Sell
-14,639
Closed -$809K – 374
2019
Q3 		$809K Buy
+14,639
New +$809K 0.32% 75

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal CFO Solutions's ORCL Position: Q2 2026 in Review

Personal CFO Solutions reduced its Oracle (ORCL) stake by 5.4% in Q2 2026, selling an estimated $172K and leaving 16,549 shares worth $2.43M. The position accounts for 0.35% of the portfolio, ranked #47.

Personal CFO Solutions first reported a position in ORCL in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.68M in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Personal CFO Solutions held 16,549 shares of Oracle worth $2.43M as of Q2 2026.
  • Personal CFO Solutions sold 947 Oracle shares in Q2 2026, an estimated $172K.
  • Oracle made up 0.35% of Personal CFO Solutions's portfolio in Q2 2026, its #47 holding.
  • Personal CFO Solutions first reported a position in Oracle in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Oracle position peaked at $4.68M in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.